US FINANCIAL ADVISORS Overview

Us Financial Advisors Llc is an investment advisor that manages 318.3 MM dollars in regulatory AUM and has 66 employees, of which 33 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 06/30/16. The fund's latest filing disclosed 50MM in positions, representing 16% of the manager's regulatory AUM.

US FINANCIAL ADVISORS StockAlpha

-0.9%
Top 25%
1.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

US FINANCIAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

US FINANCIAL ADVISORS Founders and Key Employees

Name Title In Position Since
John P. Napolitano Chairman & Chief Executive Officer September-1998
George T. Clarke Chief Financial Officer December-2005
John P. Napolitano Chief Compliance Officer January-2011

US FINANCIAL ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

US FINANCIAL ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


This strategy may involve a degree of trading velocity, transaction costs and significant losses if the underlying security has volatile price movement. Covered call strategies are generally suited for companies with little price volatility.

B.5.b. Long Call Option Purchases

Long call option purchases allow the option holder to be exposed to the general market characteristics of a security without the outlay of capital necessary to own the security. Options are wasting assets and expire (usually within nine months of issuance), and as a result can expose the investor to significant loss.

B.5.c. Long Put Option Purchases

Long put option purchases allow the option holder to sell or “put” the underlying security at
the contract strike price at a future date. If the price of the underlying security declines in
value, the value of the long put option increases. In t...
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US FINANCIAL ADVISORS Portfolio Concentration

US FINANCIAL ADVISORS Location

30 BRAINTREE HILL OFFICE PARK
SUITE 201
BRAINTREE, Massachusetts
UNITED STATES, 02184

US FINANCIAL ADVISORS Contact Information

Phone Number: 781-849-9200
Fax Number: 781-849-0677
Website:

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